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AI stocks are in a 'blowoff top' phase but the game isn't over yet: Jonathan Schiessl
Global tech and AI stocks are undergoing a necessary correction, not a collapse, according to Westminster Asset Management's Jonathan Schiessl. While a "blowoff top" phase was evident, US earnings remain strong, offering some support. The real concern is rising global capital costs, which could impact data center funding. Notably, India is surprisingly insulated from this selloff due to its limited direct AI exposure.
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economictimes.indiatimes.com
US Stock Market: AI spending fears hammer US tech giants, Alphabet leads selloff
Wall Streets AI-driven technology rally faced pressure as investors questioned whether rising infrastructure spending can generate sufficient returns. While hyperscalers such as…
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AI stocks are in a 'blowoff top' phase but the game isn't over yet: Jonathan Schiessl
Global tech and AI stocks are undergoing a necessary correction, not a collapse, according to Westminster Asset Management's Jonathan Schiessl. While a "blowoff top" phase was…
